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Posts by TheOtherGeoff

 err.  define competitive?  Apple's price point has always been along the lines of... you get a great computer for the price, and a great user experience with the OS and apps.   But... if all you're looking at is pure price or price/performance, and the OS is a slight negative (for most PC users... it is... purely from 'better the devil you know' aspect), Apple will lose every time. Apple's plan, and their sticking to it, is annual major updates, and maybe a market tweak...
There are a couple other reasons why Apple's Share is shrinking   1) Win8... to run win8 most people buy new PCs... it's usually the easiest and cheapest way to upgrade. 2) OSX Lion/Mavericks.... to run the latest version of Mac's OS most people... upgrade their current device to the current OS on their current machine.   3) Average useful lifespan of an Mac product is arguably 1.5-2X the length of a PC product (ARGUABLY - Mac laptops are typically more sturdy, and...
 worse… announcing your launch day 6 weeks in advance is history repeating itself.   2009 5 weeks prior to release microsoft leaks prices of new zune HD (http://gizmodo.com/5334331/zune-hd-prices-leaked-16gb-for-220-32gb-for-290) 2009 Week before Zune HD release… Apple iPod Touch undercuts all Zune HD prices… http://techcrunch.com/2009/09/09/the-incredible-shrinking-ipod-prices-undercut-the-zune-hd/)- Jobs returns from sabbatical to deliver keynote- Major Nano upgrade-...
No, it's not a tease... it's an over the bow shot at Intel. Intel is driving power demands down as quickly as Apple is driving AxX speeds up.  my guess is that Intel will maintain a slight lead with the x86 line for a while.   Any posturing will only be for price and functionality concessions (ie, optimizing parts of the chip to better handle OSX unique and high use instruction pipelining). It will be 4-5 years before Apple can evolve the A series into a significant...
Easier... nope.    In fact, the 64bit solution is amazingly elegant from a hardware and compiler level. and the dual 32/64 bit SoC made the upgrade 'less major.'  The major issue is purely in the OS, and apple has solved that a few times already...  In short, this solved a problem now.  I don't see this chip or the next turn of it being 'workstation worthy.'  But a MacBook Air is probably sporting an A7 as we speak, and being shown to Intel as a 'We expect you to keep your...
the iPad 4 announcement last year didn't count as a surprise? and name me one 'one more thing' that was not incremental?   A cpu upgrade, a new shape for a same function, etc.   Nothing ground breaking, just unexpected amazing value. If anything, a 'one more thing' is where something like a 'mac Pro' is announced, and then they say… 'we could have stopped there… but we had some free cycles, so we came up with this… (and they role out a Mini Mac Pro (haswell based mini but...
You're reading way too much into this date.     In fact, I would argue the opposite.  This event is more important (to Apple) than reporting earnings, they pushed earnings back to make sure they focused on this event.     And if the customer sales date is before the 28th, then that makes for a nice store ['X00,000 iPads sold over the weekend in XX countries!] in addition to the numbers (which are supposed to be great).  Doing a 'one more thing' that impact analysts (in the...
 22nd makes sense.   Ship date… ideally 'something' will be available before the 31st to get a final bump on Q4 revenue. I would think Friday the 25th.  Make for a interesting earnings call the next week.  
 only if you mean 'pull it out your @ss' 'anal'yst.  Anyone speculating on Apple's 'next size iPad' based on chip architecture is seriously high on something.  Moreso if you're listening. the next iPad will exist then screen energy costs/battery capacity/weight  falls into an optimal envelope ('holding it between thumb and 2 fingers' optimal).  That's the usage metaphor of the iPad.  CPU performance means little… CPU power efficiency X Battery Amps/Lb is the key factor. In...
 almost almost almost agree. The question will always be how much SSD will they put in an iPad.   It has to be over 128GB for me to forgo the laptop (I have a lot of standard content that I need to include in my work, and most of my work requires disconnection from the outside world).  64GB isn't quite enough for the work I do, and I'm not sure the touch UI as primary works in my primary content creation mode.  I could be wrong… but it's the old 'how to accelerate creating...
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